In Summer ’24, OmniStudio (when the Managed Package Runtime setting is disabled) supports features from OmniStudio for Vlocity, including filling address fields in omniscripts with Google Map data, using Salesforce private connect for HTTP actions in integration procedures, and choosing whether to merge entries within a list in an integration procedure list action. Also, DataRaptor is
Utilize dynamic apps and intake forms using omniscript in public sector solutions with Salesforce. Develop guided application and intake forms for constituents using Public Sector Solutions with OmniScript. This technology, part of the OmniStudio suite, empowers users to create intricate web forms effortlessly, requiring minimal or no coding. Simply drag and drop interactive elements onto
Implementing dynamic assessments ensures the accurate and comprehensive execution of inspections, investigations, and evaluations, delivering a thorough service to both public sector employees and constituents. Salesforce public sector solutions continually improve and dynamic assessments are one of those tools. Design dynamic assessments that offer flexibility and control to inspectors, caseworkers, and compliance officers engaged in
Show the permits that are required for a business type, including details about permit dependencies. Show Required Permits on the Constituent Panel. Your Salesforce Public Sector Solution has you covered. Publish dynamic forms on a public portal, where constituents can easily submit and track applications for individual and business licenses and permits. Review and approve
Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents
With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. When it comes to Salesforce Document Generation, you have
